Shareholder Analysis

Our powerful ownership analysis allows companies to:

• strategically manage their investor bases
• target their market communications
• appropriately structure their investor relations activities
• service investors’ needs with an appropriate management commitment
• increase roadshow productivity
• improve market intelligence to the Board and senior management
• distribute corporate information, announcements and proxy notices
• facilitate fast and proactive contact with shareholders in the event of corporate actions
• monitor the effectiveness of their investor relations programs

What sets our analysis apart?

Technology

Our whole analysis process, through data capture and analysis, is underpinned by a proprietary technology platform developed over 20 years, which is without parallel in our industry. This platform delivers unmatched outcomes for our clients around data quality, depth of analysis and timeliness of delivery.

Marrying this capability with our long-standing relationships with hundreds of custodians globally we are able to accurately identify issuers’ institutional shareholders and their underlying beneficial owners to an unsurpassed level of granularity.

Data quality

Our reports are not plagued by subjective interpretation that results in inexplicable and random data variances. Instead, a rigorous and process driven analytical methodology delivers exceptional consistency and accuracy. The sheer volume of our analysis work across multiple markets ensures unsurpassed data quality – we are constantly investigating new and changed investment mandates to validate the ongoing accuracy of our core database. No other provider has this leverage of scale from which all of our clients benefit.

Depth of analysis

With technology taking care of data capture and processing, our analysts’ entire focus is on qualitative checking, auditing and interpretation. Do the reports make sense; are there unusual, rapid or suspicious changes that need highlighting? We look at what is going on across our wider client base and a client’s sector to understand and explain what is happening on their register. We refer to this as ‘Intelligent Analytics’.

Timeliness

Our ability to process large amounts of complex, unstructured data in a timely and accurate manner underpins our ability to deliver to client deadlines, on time, every time, whatever the frequency. We understand the importance to our clients and their advisors of receiving our ownership analysis reports in a timely and reliable manner.